South Lyme Estate Planning Lawyer, Connecticut

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Andrew Amendola
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Andrew M Amendola, Attorney at Law
591 Thompson Avenue East Haven, CT 06512» view map
Accident & Injury, Criminal, Estate, Real Estate
Where Every Client Matters

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1. Andrew Amendola East Haven, CT
  Attorney at Law, CT
2. AboutAndrew M Amendola, Attorney at Law
  Where Every Client Matters
3. Practice AreasExpertise
  Accident & Injury, Criminal, Estate, Real Estate
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Includes: Gift Taxation

Robert R. Statchen

Real Estate, Wills & Probate, Estate Planning, Business Organization

Status: In Good Standing

CONTACT

43 Broad Street, New London, CT 06320

David Zuckerbraun

General Practice

Status: In Good Standing Licensed: 40 Years

CONTACT

176 Westbrook Rd, Essex, CT 06426

Kenneth J Mcdonnell

Contract, Estate Planning, Litigation, Land Use & Zoning

Status: In Good Standing Licensed: 41 Years

CONTACT

30 Plains Rd, Essex, CT 06426

W. Campbell Hudson

Estate Planning

Status: In Good Standing

CONTACT

Essex, CT 06426

Joseph St. Rock

General Practice

Status: In Good Standing

CONTACT

19A Thames Street, Groton, CT 06340

James Tomilson Cole

Real Estate, Power of Attorney, Estate Planning

Status: In Good Standing Licensed: 12 Years

CONTACT

Groton, CT 06349

Garson Camassar

General Practice

Status: In Good Standing

CONTACT

10 Pearl Street, New London, CT 06320

Kathryn Guinan

General Practice

Status: In Good Standing Licensed: 43 Years

CONTACT

10 Pearl Street, New London, CT 06320

Heidi Zapp Ferrier

Estate Planning

Status: In Good Standing Licensed: 22 Years

CONTACT

10 Pearl St, New London, CT 06320

Heidi Zapp Ferrier

Estate Planning, Commercial Real Estate, Residential Real Estate

Status: In Good Standing Licensed: 22 Years

CONTACT

10 Pearl St, New London, CT 06320

800-923-0641

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LEGAL TERMS

LIFE BENEFICIARY

A person who receives benefits, under a trust or by will, for his or her lifetime. For an example, see AB trust.

ANCILLARY PROBATE

A probate proceeding conducted in a different state from the one the deceased person resided in at the time of death. Usually, ancillary probate proceedings are... (more...)

A probate proceeding conducted in a different state from the one the deceased person resided in at the time of death. Usually, ancillary probate proceedings are necessary if the deceased person owned real estate in another state.

TRUST CORPUS

Latin for 'the body' of the trust. This term refers to all the property transferred to a trust. For example, if a trust is established (funded) with $250,000, t... (more...)

Latin for 'the body' of the trust. This term refers to all the property transferred to a trust. For example, if a trust is established (funded) with $250,000, that money is the corpus. Sometimes the trust corpus is known as the 'res,' a Latin word meaning 'thing.'

EXEMPTION TRUST

A bypass trust funded with an amount no larger than the personal federal estate tax exemption in the year of death. If the trust grantor leaves property worth m... (more...)

A bypass trust funded with an amount no larger than the personal federal estate tax exemption in the year of death. If the trust grantor leaves property worth more than that amount, it usually goes to the surviving spouse. The trust property passes free from estate tax because of the personal exemption, and the rest is shielded from tax under the surviving spouse's marital deduction.

PER STIRPES

Under a will, a method of determining who inherits property when a joint beneficiary has died before the willmaker, leaving living children of his or her own. F... (more...)

Under a will, a method of determining who inherits property when a joint beneficiary has died before the willmaker, leaving living children of his or her own. For example, Fred leaves his house jointly to his son Alan and his daughter Julie. But Alan dies before Fred, leaving two young children. If Fred's will states that heirs of a deceased beneficiary are to receive the property 'per stirpes,' Julie will receive one-half of the property, and Alan's two children will share his half in equal shares (through Alan by right of representation). If, on the other hand, Fred's will states that the property is to be divided per capita, Julie and the two grandchildren will each take a third.

CONSERVATOR

Someone appointed by a judge to oversee the affairs of an incapacitated person. A conservator who manages financial affairs is often called a 'conservator of th... (more...)

Someone appointed by a judge to oversee the affairs of an incapacitated person. A conservator who manages financial affairs is often called a 'conservator of the estate.' One who takes care of personal matters, such as healthcare and living arrangements, is known as a 'conservator of the person.' Sometimes, one conservator is appointed to handle all these tasks. Depending on where you live, a conservator may also be called a guardian, committee or curator.

DOWER AND CURTESY

A surviving spouse's right to receive a set portion of the deceased spouse's estate -- usually one-third to one-half. Dower (not to be confused with a 'dowry') ... (more...)

A surviving spouse's right to receive a set portion of the deceased spouse's estate -- usually one-third to one-half. Dower (not to be confused with a 'dowry') refers to the portion to which a surviving wife is entitled, while curtesy refers to what a man may claim. Until recently, these amounts differed in a number of states. However, because discrimination on the basis of sex is now illegal in most cases, most states have abolished dower and curtesy and generally provide the same benefits regardless of sex -- and this amount is often known simply as the statutory share. Under certain circumstances, a living spouse may not be able to sell or convey property that is subject to the other spouse's dower and curtesy or statutory share rights.

RESIDUARY ESTATE

The property that remains in a deceased person's estate after all specific gifts are made, and all debts, taxes, administrative fees, probate costs, and court c... (more...)

The property that remains in a deceased person's estate after all specific gifts are made, and all debts, taxes, administrative fees, probate costs, and court costs are paid. The residuary estate also includes any gifts under a will that fail or lapse. For example, Connie's will leaves her house and all its furnishings to Andrew, her VW bug to her friend Carl, and the remainder of her property (the residuary estate) to her sister Sara. She doesn't name any alternate beneficiaries. Carl dies before Connie. The VW bug becomes part of the residuary estate and passes to Sara, along with all of Connie's property other than the house and furnishings. Also called the residual estate or residue.

TRUSTEE

The person who manages assets owned by a trust under the terms of the trust document. A trustee's purpose is to safeguard the trust and distribute trust income ... (more...)

The person who manages assets owned by a trust under the terms of the trust document. A trustee's purpose is to safeguard the trust and distribute trust income or principal as directed in the trust document. With a simple probate-avoidance living trust, the person who creates the trust is also the trustee.

SAMPLE LEGAL CASES

Przekopski v. Przekop

... defendants' appeal. The plaintiff and Barbara Przekop are siblings and the children of the decedent. Prior to the decedent's death, he had used survivorship bank accounts as a means of estate planning. He had established ...

PRZEKOPSKI v. PRZEKOP

State v. Coccomo

... For instance, the transfer of property may be done for many legitimate purposes, such as estate planning, gifts to children, or a bona fide sale to an independent third party. The act of the transfer in the present case does not imply the fact to be inferredâ€”that of a guilty mind. ...

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South Lyme Estate Planning Lawyer, Connecticut

Sponsored Law Firm

Andrew M Amendola, Attorney at Law

SPONSORED LAWYERS

Robert R. Statchen

David Zuckerbraun

Kenneth J Mcdonnell

W. Campbell Hudson

Joseph St. Rock

James Tomilson Cole

Garson Camassar

Kathryn Guinan

Heidi Zapp Ferrier

Heidi Zapp Ferrier

TIPS

LEGAL TERMS

LIFE BENEFICIARY

ANCILLARY PROBATE

TRUST CORPUS

EXEMPTION TRUST

PER STIRPES

CONSERVATOR

DOWER AND CURTESY

RESIDUARY ESTATE

TRUSTEE

SAMPLE LEGAL CASES

Przekopski v. Przekop

PRZEKOPSKI v. PRZEKOP

State v. Coccomo

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